Baldwin Insurance Group, Inc.
BWIN- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 150
- 0 vs. Q2 2022
- Shares held
- 55.6M
- −208.4K (−0.4%) vs. Q2 2022
- Total value
- $1.46B
- +$117.3M (+8.7%) vs. Q2 2022
- New holders
- 16
- 48 more added
- Sold out
- 16
- 57 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 228 | $2.38B |
| Q1 2026 | 218 | $1.99B |
| Q4 2025 | 206 | $1.94B |
| Q3 2025 | 213 | $2.24B |
| Q2 2025 | 226 | $3.29B |
| Q1 2025 | 221 | $3.25B |
| Q4 2024 | 208 | $2.63B |
| Q3 2024 | 219 | $3.25B |
| Q2 2024 | 184 | $2.29B |
| Q1 2024 | 172 | $1.83B |
| Q4 2023 | 162 | $1.45B |
| Q3 2023 | 153 | $1.38B |
| Q2 2023 | 147 | $1.42B |
| Q1 2023 | 144 | $1.43B |
| Q4 2022 | 151 | $1.40B |
| Q3 2022 | 150 | $1.46B |
| Q2 2022 | 152 | $1.36B |
| Q1 2022 | 148 | $1.42B |
| Q4 2021 | 152 | $1.90B |
| Q3 2021 | 137 | $1.74B |
| Q2 2021 | 118 | $1.12B |
| Q1 2021 | 113 | $1.11B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 125,945 | $3.32M | 0.01% | +21,092+20.1% | Added |
| Swiss National Bank | 140,100 | $3.69M | 0.00% | +5,500+4.1% | Added |
| Otter Creek Advisors, LLC | 146,282 | $3.85M | 3.75% | −76,004−34.2% | Reduced |
| Goldman Sachs Group Inc | 151,616 | $4.00M | 0.00% | −383,803−71.7% | Reduced |
| Nicholas Company, Inc. | 166,740 | $4.39M | 0.10% | +92,150+123.5% | Added |
| Macquarie Group Ltd | 202,797 | $5.36M | 0.01% | +56,745+38.9% | Added |
| Brookfield Asset Management Inc. | 209,817 | $5.53M | 0.02% | +126,925+153.1% | Added |
| Westwood Holdings Group Inc. | 210,178 | $5.54M | 0.07% | −233,385−52.6% | Reduced |
| Manufacturers Life Insurance Company, The | 219,633 | $5.79M | 0.00% | +1,661+0.8% | Added |
| Bank of America Corp | 308,385 | $8.13M | 0.00% | +138,161+81.2% | Added |
| Toscafund Asset Management LLP | 311,759 | $8.21M | 16.87% | −131,633−29.7% | Reduced |
| SEI Investments Co | 317,532 | $8.37M | 0.02% | −12,587−3.8% | Reduced |
| Kennedy Capital Management, Inc. | 321,661 | $8.48M | 0.25% | −3,881−1.2% | Reduced |
| Dimensional Fund Advisors LP | 339,402 | $8.94M | 0.00% | +114,083+50.6% | Added |
| Kornitzer Capital Management Inc | 348,515 | $9.18M | 0.20% | −175−0.1% | Reduced |
| Franklin Resources Inc | 363,640 | $9.58M | 0.01% | +120.0% | Added |
| Tributary Capital Management, LLC | 363,742 | $9.59M | 1.01% | −89,390−19.7% | Reduced |
| Morgan Stanley | 388,784 | $10.2M | 0.00% | −148,264−27.6% | Reduced |
| Point72 Asset Management, L.P. | 419,200 | $11.0M | 0.05% | −346,229−45.2% | Reduced |
| Charles Schwab Investment Management Inc | 436,731 | $11.5M | 0.00% | +36,492+9.1% | Added |
| American Century Companies Inc | 470,808 | $12.4M | 0.01% | +470,808 | New |
| Price T Rowe Associates Inc | 478,779 | $12.6M | 0.00% | −4,836,549−91.0% | Reduced |
| Clearbridge Investments, LLC | 481,477 | $12.7M | 0.01% | −2,827−0.6% | Reduced |
| Confluence Investment Management LLC | 507,687 | $13.4M | 0.22% | −51,519−9.2% | Reduced |
| State of Wisconsin Investment Board | 519,312 | $13.7M | 0.04% | −25,984−4.8% | Reduced |
| Northern Trust Corp | 538,345 | $14.2M | 0.00% | +9,064+1.7% | Added |
| Davenport & Co LLC | 611,374 | $16.1M | 0.14% | −25,550−4.0% | Reduced |
| Driehaus Capital Management LLC | 626,833 | $16.5M | 0.25% | −13,795−2.2% | Reduced |
| Peregrine Capital Management LLC | 633,525 | $16.7M | 0.54% | −32,767−4.9% | Reduced |
| Ci Investments Inc. | 694,730 | $18.3M | 0.10% | +169,600+32.3% | Added |
| Janus Henderson Group PLC | 697,450 | $18.4M | 0.01% | +3,462+0.5% | Added |
| Westfield Capital Management Co LP | 724,671 | $19.1M | 0.15% | −261,054−26.5% | Reduced |
| Nuveen Asset Management, LLC | 783,849 | $20.7M | 0.01% | −2,188−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 786,618 | $20.7M | 0.11% | −6,392−0.8% | Reduced |
| Guardian Point Capital, LP | 900,000 | $23.7M | 17.31% | −350,000−28.0% | Reduced |
| Bank of New York Mellon Corp | 907,369 | $23.9M | 0.01% | +4,994+0.6% | Added |
| Emerald Mutual Fund Advisers Trust | 1,003,128 | $26.4M | 1.67% | −83,561−7.7% | Reduced |
| Geode Capital Management, LLC | 1,085,170 | $28.6M | 0.00% | +79,614+7.9% | Added |
| State Street Corp | 1,103,980 | $29.1M | 0.00% | +55,698+5.3% | Added |
| Emerald Advisers, LLC | 1,136,554 | $29.9M | 1.54% | +894+0.1% | Added |
| Venator Management LLC | 1,233,241 | $32.5M | 13.87% | −14,200−1.1% | Reduced |
| Loomis Sayles & Co L P | 1,365,470 | $36.0M | 0.07% | +273,703+25.1% | Added |
| Aristotle Capital Boston, LLC | 1,388,256 | $36.6M | 1.24% | −127,032−8.4% | Reduced |
| Invesco Ltd. | 2,104,569 | $55.5M | 0.02% | +80,508+4.0% | Added |
| Champlain Investment Partners, LLC | 3,432,025 | $90.4M | 0.62% | −18,955−0.5% | Reduced |
| BlackRock Inc. | 3,725,517 | $98.2M | 0.00% | +67,285+1.8% | Added |
| Bamco Inc | 3,881,222 | $102.3M | 0.33% | +5000.0% | Added |
| T. Rowe Price Investment Management, Inc. | 5,279,685 | $139.1M | 0.11% | +5,279,685 | New |
| Vanguard Group Inc | 5,352,308 | $141.0M | 0.00% | +184,814+3.6% | Added |
| FMR LLC | 5,394,672 | $142.2M | 0.01% | +91,360+1.7% | Added |
| Islet Management, LP | 0 | $0 | 0.00% | −195,272−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −116,505−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −60,842−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,740−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,879−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,384−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Farmer Steven Patrick | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |